Baker Tilly Wealth Management, LLC Reduced Holdings in Q4 2024

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-1.9K
- 18.43%
$85.0 - $120.04 $162K - $228K
8.42K $723K
AMT
American Tower Corp

Real Estate
-1.4K
- 32.48%
$179.4 - $232.01 $252K - $326K
2.92K $535K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-222
- 30.16%
$701.85 - $1046.91 $156K - $232K
514 $366K
SPY
Spdr S&P 500 ETF Trust

ETFs
-642
- 50.95%
$567.81 - $607.81 $365K - $390K
618 $362K
MRK
Merck & Co., Inc.

Healthcare
-1.62K
- 12.44%
$96.31 - $114.76 $156K - $185K
11.4K $1.13M
CMCSA
Comcast Corp

Communication Services
-5.36K
- 20.4%
$37.39 - $45.14 $200K - $242K
20.9K $785K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-393
- 17.17%
$396.64 - $516.74 $156K - $203K
1.9K $763K
QCOM
Qualcomm Inc

Technology
-818
- 12.19%
$150.4 - $178.04 $123K - $146K
5.89K $905K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.6K
- 16.68%
$51.09 - $55.27 $184K - $199K
18K $919K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-6.64K
- 44.56%
$26.05 - $29.17 $173K - $194K
8.27K $216K
JNJ
Johnson & Johnson

Healthcare
-647
- 10.06%
$143.34 - $165.86 $92.7K - $107K
5.78K $836K
XOM
Exxon Mobil Corp

Energy
-720
- 5.95%
$105.51 - $125.37 $76K - $90.3K
11.4K $1.22M
AES
Aes Corp

Utilities
-4.93K
- 27.56%
$12.44 - $20.24 $61.4K - $99.9K
13K $166K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.08K
- 2.16%
$61.68 - $67.87 $190K - $209K
140K $8.7M
KO
Coca Cola CO

Consumer Defensive
-406
- 2.4%
$61.74 - $71.71 $25.1K - $29.1K
16.5K $1.03M
UNH
Unitedhealth Group Inc

Healthcare
-153
- 11.22%
$485.52 - $625.25 $74.3K - $95.7K
1.21K $612K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-46
- 2.88%
$501.29 - $612.85 $23.1K - $28.2K
1.55K $808K
CI
Cigna Corp

Healthcare
-204
- 13.75%
$265.59 - $358.58 $54.2K - $73.2K
1.28K $353K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.57K
- 25.81%
$89.9 - $100.66 $141K - $158K
4.51K $407K
VZ
Verizon Communications Inc

Communication Services
-1.85K
- 12.12%
$39.6 - $45.21 $73.2K - $83.6K
13.4K $536K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.84K
- 22.08%
$38.37 - $42.82 $109K - $122K
10K $384K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.38K
- 37.33%
$55.86 - $60.21 $133K - $143K
4K $228K
MCD
Mcdonalds Corp

Consumer Cyclical
-378
- 26.07%
$288.47 - $316.54 $109K - $120K
1.07K $310K
SBUX
Starbucks Corp

Consumer Cyclical
-585
- 5.46%
$87.44 - $102.5 $51.2K - $60K
10.1K $923K
BDX
Becton Dickinson & CO

Healthcare
-233
- 5.06%
$220.02 - $243.75 $51.3K - $56.8K
4.38K $992K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-829
- 3.21%
$34.13 - $37.35 $28.3K - $31K
25K $854K
NOW
Service Now, Inc.

Technology
-200
- 33.17%
$867.18 - $1148.42 $173K - $230K
403 $427K
AMAT
Applied Materials Inc

Technology
-271
- 15.71%
$161.44 - $213.89 $43.8K - $58K
1.45K $236K
ADBE
Adobe Inc.

Technology
-62
- 5.46%
$437.39 - $552.96 $27.1K - $34.3K
1.07K $477K
HD
Home Depot, Inc.

Consumer Cyclical
-132
- 3.8%
$385.02 - $431.37 $50.8K - $56.9K
3.34K $1.3M
PSA
Public Storage

Real Estate
-24
- 1.68%
$289.33 - $360.21 $6.94K - $8.65K
1.41K $421K
MPC
Marathon Petroleum Corp

Energy
-331
- 14.92%
$131.65 - $174.84 $43.6K - $57.9K
1.89K $263K
PEP
Pepsico Inc

Consumer Defensive
-339
- 13.66%
$151.29 - $176.1 $51.3K - $59.7K
2.14K $325K
MDT
Medtronic PLC

Healthcare
-732
- 20.04%
$79.61 - $92.24 $58.3K - $67.5K
2.92K $233K
EXPD
Expeditors International Of Washington Inc

Industrials
-97
- 2.59%
$110.5 - $128.26 $10.7K - $12.4K
3.64K $403K
ACN
Accenture PLC

Technology
-217
- 10.44%
$343.9 - $376.86 $74.6K - $81.8K
1.86K $654K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.53K
- 9.94%
$21.43 - $22.55 $54.2K - $57K
22.9K $493K
APO
Apollo Global Management, Inc.

Financial Services
-2.43K
- 30.26%
$131.36 - $178.61 $319K - $433K
5.59K $922K
NVS
Novartis Ag

Healthcare
-77
- 1.99%
$96.78 - $117.18 $7.45K - $9.02K
3.78K $368K
IVV
Ishares Core S&P 500 ETF

ETFs
-211
- 5.21%
$570.51 - $610.59 $120K - $129K
3.84K $2.26M
FE
Firstenergy Corp

Utilities
-809
- 10.85%
$39.14 - $44.52 $31.7K - $36K
6.65K $264K
EXAS
Exact Sciences Corp

Healthcare
-2
- 0.04%
$49.33 - $71.97 $98.7 - $144
5.48K $308K
UBER
Uber Technologies, Inc

Technology
-112
- 2.95%
$59.93 - $86.34 $6.71K - $9.67K
3.69K $222K
DEO
Diageo PLC

Consumer Defensive
-93
- 2.43%
$118.0 - $139.88 $11K - $13K
3.74K $475K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.19K
- 8.22%
$66.77 - $71.52 $79.7K - $85.4K
13.3K $919K
DH
Definitive Healthcare Corp.

Healthcare
-9.22K
- 15.47%
$4.08 - $4.77 $37.6K - $44K
50.4K $207K
IT
Gartner Inc

Technology
-64
- 5.59%
$481.22 - $551.8 $30.8K - $35.3K
1.08K $523K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-486
- 27.12%
$172.07 - $207.36 $83.6K - $101K
1.31K $257K
EIX
Edison International

Utilities
-215
- 4.5%
$77.93 - $88.36 $16.8K - $19K
4.56K $364K
Activity Summary
Buys All Purchases 135 New Holdings 17 Increased Positions 118 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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